Alternatives boost performance of institutional funds

Data analysis of transactions of Universal Investment’s institutional clients shows that alternative investments once again proved to be supporting pillars of their portfolios, writes Sophia Harrschar, the firm’s country head Luxembourg in her latest contribution as IO knowledge partner. Private equity scored with 9.8 percent in the one-year range and with 10.3 percent per annum over five years.

China could be climbing out of the rabbit hole

China celebrates New Year on Sunday, marking the start of the year of the rabbit, a symbol for longevity, peace, prosperity and hope in Chinese culture. The year could provide some interesting investment opportunities, China specialists at Comgest and Mainfirst Asset Management said in separate notes to investors.

Luxembourg has high hopes for redesigned Eltif framework

Luxembourg’s fund industry has high hopes for Eltif 2.0, the revised European regime for long-term investment funds that is set to be approved next month by the European Parliament. Thanks to the updated rules, products like private funds can be targeted directly at retail investors in all 30 countries in the European Economic Area under one single AIFM passport.

Investors remain on edge for Pandora’s box in Japan

Not Davos, but Tokyo has the markets’ attention on Wednesday. The Bank of Japan earlier today defied market expectations by keeping its Yield Curve Control interest rate policy unchanged, at least for now. Markets question however how long the BoJ can sustain this now that global government bond yields are rising. Japan could be sitting on Pandora’s box.

BlackRock en tête du top 5 des fonds d’actions émergentes

2022 a encore été une année décevante pour les investisseurs ciblant les marchés émergents. Le MSCI EM a cédé plus de terrain que le MSCI World, même si la sous-performance a été moins marquée qu’en 2021. L’année a en outre été très mouvementée, avec de nombreuses évolutions qui se sont succédé rapidement. Nous présentons ici les principaux événements qui ont marqué l’année et classons les cinq fonds affichant la meilleure performance.

El-Erian: ‘The cleanest dirty shirt is in the US’

With economic growth slowing down in all three of the world’s major economies, investors are best advised to opt for the geographical region with the least messy outlook, leading international economist Mohammed El-Erian has told a Nordic conference. “The cleanest dirty shirt is in the US.”

’The new world order calls for a 20/40/20/20 portfolio’

The oh-so-popular post-war 60/40 portfolio is worn out - passé. So say many asset allocation strategists. The alternative is 60/40/20: equities, bonds and alternatives. Nay, says Zoltan Poszar, strategist at Credit Suisse. The future is the 20/40/20/20 portfolio, consisting of cash, equities, bonds and commodities. He explains whyIn his formidable analysis War and Peace.